See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,400,138 | $172,478+711.8% | $145,661+861.2% | $142,382+883.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 45.83% | 151.09%-105.3pp | 101.46%-55.6pp | 217.08%-171.2pp |
| Employer contribution / active EE | $31,533 | $4,899+543.6% | $4,238+644.1% | $4,299+633.5% |
| Participant deferral / active EE | $27,254 | $8,348+226.5% | $7,198+278.6% | $6,507+318.8% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |